Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here)! Book Recommendation: Built to Sell by John Warrilow)Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws)
Join the Group Coaching & Mastermind HERE)! Download the Family Tree Template Here)Enroll in The Perfect RIA Masterclass Here)Connect with Libby on LinkedIn Here!)Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community) on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com)Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
